Business Analyst Consultant, S&R Operations

Position Title: Business Analyst Consultant, Savings and Retirement Operations
Reports To: Manager, Operational Planning, Support and Communications
Department: S&R Operations
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.


The Opportunity: Equitable is growing! We are looking for a Business Analyst Consultant to join our S&R team. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024! 


What you will be doing:

• Sole or Lead BA for large/complex IT projects
• Primary liaison between the S&R Business and S&R IT partners, involved with scope definition, issue management
• Lead and drive requirements analysis and review, identifying the most optimal requirements to meet business needs
• Assess IT estimates and determine the MVP (Minimal Viable Product) required to meet the business benefits, while balancing project costs and timelines
• Strategic planning through creation of feasibility studies and business cases
• Consult with management on business needs, opportunities and operational effectiveness with recommended solutions for process improvements
• Recommends business solutions, recommending alternatives that satisfy sponsor/stakeholder needs
• Document requirements and facilitate requirements review sessions with Business sponsors, project stakeholders and IT partners; Requirements include functional, non-functional, traditional and user stories/features
• Participate in technical analysis meetings/daily stand-ups with IT partners and support Systems Analysts during the development of functional specifications
• Closely work with developers and other IT resources to advocate for the business, to ensure user satisfaction
• Works in partnership with Quality Assurance Analysts to ensure test strategy mitigates business risk
• Supports and coordinates User Acceptance Testing by supporting planning, development of test cases, execution of tests and consideration of automated testing techniques
• Creates or assists others in the writing of user documentation, instructions and procedures
• Supports post-implementation testing, ensuring coverage of user testing to ensure no production issues
• Identify and escalate project risks and issues
• Knowledge of business unit systems and system dependencies
• Understand business user usage of systems
• Develop a Process Redesign Strategy across the S&R business
• Apply process analysis, improvement, and reengineering methodologies and principles to create a strategy and plan for modernization projects
• Develop and execute Process Redesign implementation

What you will bring:

• 10 years as a Lead Business Analyst or Systems Analyst on Large IT Projects, in the financial services or insurance industry
• Strong critical thinking and analytical capability, with the ability to define and resolve complex issues
• Strong experience in Process Redesign, including data modeling, transaction flow analysis, internal control and risk analysis
• and modern business methods and performance measurement techniques
• Expert level knowledge of the Business Analysis, including process, tools and techniques
• Experience developing, coaching and mentoring Business Analysts/User Acceptance Testers, at a junior to senior level
• Proven success in the development and implementation of training programs
• Strong organization skills and well-developed project management skills
• Ability to write business cases, project plans, schedules and budgets
• Excellent influencing and interpersonal skills with the ability to negotiate and advocate for Business partners
• Strong knowledge of systems development methodologies
• Knowledge and experience with agile development and product ownership
• Solution assessment and validation to ensure alignment with Business needs
• Experience developing non-functional requirements (e.g. application performance, scalability, throughput)
• The ability to work at a conceptual/strategic level and at a detailed level
• Superior documentation & presentation skills (written and verbal)
• Superior motivational and communication skills
• Strong conceptual skills and ability to exercise flexibility and judgement in a changing environment
• Excellent self-management and time management skills
• Business Analyst Certification or significant previous experience as a BA
• Post secondary degree or equivalent combination of education and work experience

Technical Skills:

• MS Office
• MS Visio or HP ALM/Quality Center or Test Automation Tools are an asset

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind 
• Annual bonus program, annual vacation allowance, and company-paid benefits program  
• An additional paid volunteer day each year so you can spend time giving back to the community 
• Immediate enrollment in the company’s pension program with employer matching 
• Employee resource groups that support an inclusive work environment 
• Tuition support and specialized program assistance  
• An onsite full-service cafeteria with a variety of daily options 
• Discounts on company products and services, and access to exclusive employee perks  
• Regular EQ Together events focused on company togetherness and collaboration 
   
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Hybrid